Michelle Chang
Cupertino,CA
Summary
Licensed professional with 16 years of experience in sales and 5 years in management. Specialized in building long term relationship with client and help their banking and investment needs.
Overview
18
18
years of professional experience
Work History
Financial Advisor
Merrill Lynch
Palo Alto, California
10.2021 - Current
- Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
- Educated clients on investment principles, market dynamics, and the importance of portfolio diversification.
- Provided ongoing financial advice and adjustments in response to life changes, market fluctuations, and economic trends.
- Provided ethical, objective and holistic financial planning advice to clients.
- Promoted business to increase customer base and grow revenue.
- Managed client expectations and resolved any concerns or issues promptly.
Manager on Duty/Private Client Banker
JP Morgan Chase
San Jose, CA
12.2009 - 12.2020
- Functioned as the relationship manager for affluent and high net worth clients. Successfully brought in over $5 millions worth of assets from one of the clients.
- Managed effective activities to track and drive sales performance. Recognized as the top banker from investment referrals.
- Maintained professional manner in all customer interactions, answered concerns and resolved problems with friendly and knowledgeable approach.
- Facilitated regular meetings with regional wealth management partners and brought in two investment accounts per week on average.
Relationship Banker
Bank of America
Sunnyvale, CA
03.2006 - 12.2009
- Provided full range of banking, investment, and insurance services to client base.
- Consistently exceeded monthly and quarterly sales objectives.
- Top performer in the coastal region in investment revenue.
- Forged immerse bonds and relationships with clients by partnering with lending, insurance, and merchant service specialists.
- Created strategies to strengthen client retention and expand wealth management portfolio
- Managed client accounts and provided personalized financial counseling.
Education
Bachelor of Arts - Economics
UC San Diego
San Diego, CA01.2008
Skills
- Licensed in Series 6, 7, 63, 66 and Life
- Promoting products
- Persuasive communication style
- Chinese speaking
- Advising on investments
- Planning for retirement
- Mutual funds
- Developing financial plans
- Wealth Management
Timeline
Financial Advisor
Merrill Lynch
10.2021 - Current
Manager on Duty/Private Client Banker
JP Morgan Chase
12.2009 - 12.2020
Relationship Banker
Bank of America
03.2006 - 12.2009
Bachelor of Arts - Economics
UC San Diego